Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
J P MORGAN EXCHANGE TRADED F | 7 | Q2 2024 | 23.3% |
FIRST TR EXCHANGE-TRADED FD | 7 | Q2 2024 | 13.3% |
CAPITAL GROUP GROWTH ETF | 7 | Q2 2024 | 10.4% |
CAPITAL GROUP DIVIDEND VALUE | 7 | Q2 2024 | 10.2% |
FIRST TR EXCHANGE-TRADED FD | 7 | Q2 2024 | 7.8% |
PACER FDS TR | 7 | Q2 2024 | 5.8% |
FIRST TR EXCHANGE-TRADED FD | 7 | Q2 2024 | 5.6% |
PACER FDS TR | 7 | Q2 2024 | 5.4% |
APPLE INC | 7 | Q2 2024 | 3.7% |
FIRST TR MORNINGSTAR DIVID L | 7 | Q2 2024 | 5.0% |
View Ergawealth Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-21 |
13F-HR | 2024-07-22 |
13F-HR | 2024-04-29 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-17 |
13F-HR | 2023-05-02 |
13F-HR | 2023-04-14 |
View Ergawealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.